Angeles Wealth Management, LLC Portfolio Holdings

Angeles Wealth Management, LLC

  • $1.16 Billion
  • Q3 2024

Angeles Wealth Management, LLC has filed its 13F form on October 29, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.16 Billion distributed in 328 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Mega Cap Growth ETF with a value of $159M, Vanguard Total World Stk Index with a value of $140M, Spdr Portfolio S&P 500 Value E with a value of $91.5M, Vanguard Index Fds S&P 500 ETF with a value of $72.7M, and Vanguard Star Fd Vanguard Tota with a value of $69.3M.

Examining the 13F form we can see an increase of $93.7M in the current position value, from $1.06B to 1.16B.

Below you can find more details about Angeles Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.16 Billion
ETFs: $874 Million
Technology: $97.8 Million
Financial Services: $55.5 Million
Healthcare: $32.2 Million
Consumer Cyclical: $26.4 Million
Communication Services: $20.3 Million
Consumer Defensive: $17.6 Million
Industrials: $17.1 Million
Other: $15.6 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.24T
$32.9 Million 2.85% of portfolio
76,578
Q3 2024 Added 0.94%
$4.1T
$29.6 Million 2.56% of portfolio
127,059
Q3 2024 Added 6.1%
$30.8B
$27 Million 2.34% of portfolio
173,341
Q3 2024 Reduced 0.11%
$348B
$10.7 Million 0.92% of portfolio
87,992
Q3 2024 Added 3.16%
$2.29T
$8.74 Million 0.76% of portfolio
46,882
Q3 2024 Added 1.74%
$420B
$7.91 Million 0.68% of portfolio
8,918
Q3 2024 Added 8.97%
$1.19T
$5.78 Million 0.5% of portfolio
34,599
Q3 2024 Reduced 0.51%
$1.32T
$5.06 Million 0.44% of portfolio
8,834
Q3 2024 Added 7.8%
$590B
$4.91 Million 0.42% of portfolio
10,672
Q3 2024 Added 9.09%
$402B
$4.91 Million 0.42% of portfolio
12,116
Q3 2024 Added 6.03%
$1.14T
$4.78 Million 0.41% of portfolio
28,795
Q3 2024 Added 3.19%
$89.4B
$4.63 Million 0.4% of portfolio
12,131
Q3 2024 Added 1.73%
$757B
$4.26 Million 0.37% of portfolio
4,804
Q3 2024 Added 9.01%
$519B
$4.09 Million 0.35% of portfolio
14,864
Q3 2024 Added 26.14%
$252B
$3.55 Million 0.31% of portfolio
31,242
Q3 2024 Added 13.97%
$699B
$3.11 Million 0.27% of portfolio
14,739
Q3 2024 Added 4.66%
$443B
$2.75 Million 0.24% of portfolio
23,478
Q3 2024 Added 3.8%
$76.7B
$2.77 Million 0.24% of portfolio
26,645
Q3 2024 Added 2.76%
$380B
$2.57 Million 0.22% of portfolio
15,837
Q3 2024 Added 22.2%
$315B
$2.58 Million 0.22% of portfolio
13,067
Q3 2024 Added 4.04%
$208B
$2.4 Million 0.21% of portfolio
14,134
Q3 2024 Added 4.74%
$206B
$2.43 Million 0.21% of portfolio
3,921
Q3 2024 Added 0.49%
$186B
$2.26 Million 0.2% of portfolio
4,604
Q3 2024 Reduced 2.62%
$1.36T
$2.3 Million 0.2% of portfolio
8,794
Q3 2024 Added 20.66%
$94.1B
$2.17 Million 0.19% of portfolio
12,586
Q3 2024 Added 1,298.44%
$86.8B
$1.85 Million 0.16% of portfolio
3,891
Q3 2024 Added 0.52%
$122B
$1.78 Million 0.15% of portfolio
11,600
Q3 2024 Added 1.6%
$406B
$1.77 Million 0.15% of portfolio
2,501
Q3 2024 Added 14.88%
$474B
$1.59 Million 0.14% of portfolio
2,711
Q3 2024 Added 4.03%
$178B
$1.66 Million 0.14% of portfolio
9,759
Q3 2024 Added 54.56%
$19B
$1.66 Million 0.14% of portfolio
8,088
Q3 2024 Added 281.33%
$200B
$1.63 Million 0.14% of portfolio
13,694
Q3 2024 Reduced 3.04%
$46.8B
$1.66 Million 0.14% of portfolio
5,569
Q3 2024 Reduced 6.02%
$140B
$1.6 Million 0.14% of portfolio
6,510
Q3 2024 Added 4.06%
$36.3B
$1.34 Million 0.12% of portfolio
54,615
Q3 2024 Added 0.02%
$10.8B
$1.22 Million 0.11% of portfolio
4,816
Q3 2024 Added 0.33%
$220B
$1.31 Million 0.11% of portfolio
1,465
Q3 2024 Added 17.39%
$167B
$1.12 Million 0.1% of portfolio
4,025
Q3 2024 Added 1.0%
$280B
$1.17 Million 0.1% of portfolio
7,973
Q3 2024 Added 5.69%
$96.7B
$1.18 Million 0.1% of portfolio
13,389
Q3 2024 Reduced 10.47%
$3.54B
$1.17 Million 0.1% of portfolio
62,989
Q3 2024 Added 58.87%
$208B
$1.15 Million 0.1% of portfolio
2,228
Q3 2024 Added 22.55%
$200B
$1.12 Million 0.1% of portfolio
9,861
Q3 2024 Reduced 3.1%
$171B
$992,000 0.09% of portfolio
8,191
Q3 2024 Reduced 4.34%
$78.4B
$1.03 Million 0.09% of portfolio
2,293
Q3 2024 Reduced 3.74%
$270B
$985,000 0.09% of portfolio
13,719
Q3 2024 Added 4.26%
$352B
$1.01 Million 0.09% of portfolio
25,489
Q3 2024 Reduced 79.88%
$245B
$986,000 0.09% of portfolio
12,215
Q3 2024 Added 0.35%
$214B
$1.03 Million 0.09% of portfolio
3,380
Q3 2024 Added 12.48%

Summary

  • Portfolio
  • No. of Stocks 328
  • Current Value $1.16 Billion
  • Prior Value $1.06 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 29, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 51 stocks
  • Additional Purchases 140 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 80 stocks
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